Consultancies

Every engagement, owned end to end.

Hire AI workers to carry business development, proposals, staffing, delivery and billing, from the first conversation to payment and renewal.

Interview a worker

ATatlas qualified lead

⏳proposal sent

✍️sow signed

👥team staffed

Every handoff, on the record

Each step logged as it happens.

ENG-0417 · NORTHWINDVale on the engagement

ProposalStaffingWorkplanDeliveryBillingRenewal

Owns the engagement, end to end

Six stages, carried by one connected team.

INV-1042 · Northwind

AMOUNT DUE$42,000Reconciling

Milestone 2 · delivery$28,000

Workshop facilitation$9,500

Change order CO-03$4,500

PAID

Billed against delivery

Rhodes reconciles before it goes out.

Delivering this engagement.
Chasing the next one.

A promising prospect goes quiet. The proposal is waiting while you are in a client meeting. A new project needs people already committed elsewhere. The client asks for more work, and the invoice waits for someone to reconcile what was delivered.

Swipe to see the whole board

Backlog22

NW-190

Archive Halden notes

DeliveryVale

NW-191

Update rate card

ProposalAtlas

NW-192

Audit Q2 utilization

StaffingWren

Open14

NW-201

Follow up on Meridian proposal

ProposalAtlas

NW-202

Resolve week 5 staffing

StaffingWren

NW-206

Draft Halden change order

ScopeVale

NW-208

Book Q3 check-in

RenewalQuinn

In progress6

NW-203

Collect Northwind inputs

DeliveryVale

NW-204

Reconcile INV-1048

BillingRhodes

NW-207

Hold dates for workshop

StaffingWren

NW-209

Send phase 2 proposal

ProposalAtlas

Done38

NW-198

SOW signed with Northwind

ProposalAtlas

NW-199

Milestone 2 accepted

DeliveryVale

NW-200

INV-1042 paid

BillingRhodes

NW-197

Steering feedback shared

RenewalQuinn

Every item gets an ownerLands with the worker who owns that stage.

Ask in the thread

Mention Fastyr where the work is already being discussed.

Thread#northwind

maya2:55 PM

Meridian still hasn’t heard back on the proposal. Who’s on it?

tom2:55 PM

Week 5 is double-booked again, and Northwind’s inputs are still missing.

sara2:55 PM

INV-1048 doesn’t match the timesheets either.

@Fastyr

Your consulting team

One owner for every stage of the engagement.

Five AI workers, each responsible for one job from first call to renewal.

01 · CON-01

Atlas

Business Development Manager

Researches and qualifies prospects, drafts proposals and carries each deal to a signed engagement.

Qualify and research prospects

Draft proposals and SOWs

Keep the CRM and pipeline current

SalesforceLinkedInDocuSign

Hands off to Wren and Vale

Interview Atlas

Resource and Capacity Manager02

Engagement Delivery Manager03

Billing and Collections Manager04

Client Success Manager05

How the work connects

Four handoffs, one owner each.

From the signed agreement to the next engagement, each stage is carried by a named worker and passed on with its context.

Signed

From prospect to signed engagement

Staffed

From signed engagement to a staffed delivery plan

Delivered

From delivery to controlled scope and completion

Renewal

From delivered work to payment and the next engagement

What stays with you

Workers prepare the decision. You make it.

What stays with you: fees, scope, people and anything that changes the relationship.

Protect margin before scope drifts

When a client asks for more, Vale prices it first: effort, fees, timeline and who can staff it. You see the decision, not the spreadsheet.

See every change order with fees and impact already worked out
Approve, adjust or decline without leaving the thread
Margin stays visible on every engagement

Approvals

BoardList

Awaiting you2

+$12,400 Fee changeToday

Supplier reviewNorthwind · Change order

100%

Context attached (3/3)

+$4,500 ScopeTue, Oct 14

Extra workshopHalden · Change order

66%

Context attached (2/3)

Prepared2

41% Margin2 hours ago

Phase 2 estimateNorthwind · Draft

80%

Effort estimated (4/5)

Rates checkedYesterday

Meridian pricingMeridian Group · Draft

100%

Rate card matched

Approved2

ApprovedMon, Oct 6

CO-02 Data auditNorthwind · Signed

100%

Billed with INV-1042

ApprovedFri, Oct 3

CO-01 InterviewsHalden · Signed

100%

Delivered

Choose priorities, not calendars

Wren brings every conflict with skills, availability and the impact on each engagement, so moving people is a single decision.

See who is free, who is stretched and what each move costs
Resolve conflicts before they reach the client
Utilization stays healthy across the bench

Nothing big leaves without you

Atlas drafts scope, rates and team from the discovery call. Anything over your threshold waits for your sign-off before it is sent.

Review the proposal with team and rates already checked
Send on your word, straight from the thread
Follow-ups happen without you chasing

Meet your consultancy workers

Bring the work that keeps landing on your desk. Interview a worker about owning it end to end.

VAValeEngagement Delivery ManagerOn the engagement

17:00 day close

08:30 scope check-in

10:00 staffing sync with wren

A day, on the record

Every step logged as it happens.

0.5h

0.0 h billable

Hours logged the same day

Billable and internal, never reconstructed.

ASANA · PLAN

Works inside your stack

Asana, Gmail, Drive, Slack and Sheets.

Scope planning

Client communication

Budget tracking

Change control

Skills, lit as the day uses them

Four competencies, proven in the work.

SIGNED

CO-03 · $4,500

FEES APPROVER

Scope moves with a signature

Change orders wait for your approver.

WITH CONTEXTAtlas now

Hands work to the team

Wren, Rhodes and Quinn pick it up with context.

vale@ops.yourfirm.com(617) 555-0142 · Ext. 210Slack @vale

Interview Vale

Delivering this engagement.
Chasing the next one.

Swipe to see the whole board

Backlog22

NW-190

Archive Halden notes

DeliveryVale

NW-191

Update rate card

ProposalAtlas

NW-192

Audit Q2 utilization

StaffingWren

Open14

NW-201

Follow up on Meridian proposal

ProposalAtlas

NW-202

Resolve week 5 staffing

StaffingWren

NW-206

Draft Halden change order

ScopeVale

NW-208

Book Q3 check-in

RenewalQuinn

In progress6

NW-203

Collect Northwind inputs

DeliveryVale

NW-204

Reconcile INV-1048

BillingRhodes

NW-207

Hold dates for workshop

StaffingWren

NW-209

Send phase 2 proposal

ProposalAtlas

Done38

NW-198

SOW signed with Northwind

ProposalAtlas

NW-199

Milestone 2 accepted

DeliveryVale

NW-200

INV-1042 paid

BillingRhodes

NW-197

Steering feedback shared

RenewalQuinn

Every item gets an ownerLands with the worker who owns that stage.

Ask in the thread

Mention Fastyr where the work is already being discussed.

Thread#northwind

maya2:55 PM

Meridian still hasn’t heard back on the proposal. Who’s on it?

tom2:55 PM

Week 5 is double-booked again, and Northwind’s inputs are still missing.

sara2:55 PM

INV-1048 doesn’t match the timesheets either.

@Fastyr

Meet your consultancy workers

Bring the work that keeps landing on your desk. Interview a worker about owning it end to end.

VAValeEngagement Delivery ManagerOn the engagement

17:00 day close

08:30 scope check-in

10:00 staffing sync with wren

A day, on the record

Every step logged as it happens.

0.5h

0.0 h billable

Hours logged the same day

Billable and internal, never reconstructed.

ASANA · PLAN

Works inside your stack

Asana, Gmail, Drive, Slack and Sheets.

Scope planning

Client communication

Budget tracking

Change control

Skills, lit as the day uses them

Four competencies, proven in the work.

SIGNED

CO-03 · $4,500

FEES APPROVER

Scope moves with a signature

Change orders wait for your approver.

WITH CONTEXTAtlas now

Hands work to the team

Wren, Rhodes and Quinn pick it up with context.

vale@ops.yourfirm.com(617) 555-0142 · Ext. 210Slack @vale

Every engagement, owned end to end.

Delivering this engagement.Chasing the next one.

One owner for every stage of the engagement.

Atlas

Four handoffs, one owner each.

Signed

Staffed

Delivered

Renewal

Workers prepare the decision. You make it.

Protect margin before scope drifts

Choose priorities, not calendars

Nothing big leaves without you

Meet your consultancy workers

Every engagement, owned end to end.

Delivering this engagement.Chasing the next one.

One owner for every stage of the engagement.

Atlas

Four handoffs, one owner each.

Signed

Staffed

Delivered

Renewal

Workers prepare the decision. You make it.

Protect margin before scope drifts

Choose priorities, not calendars

Nothing big leaves without you

Meet your consultancy workers

Delivering this engagement.
Chasing the next one.

Delivering this engagement.
Chasing the next one.